What are the responsibilities and job description for the Account Services Specialist position at Inlera, Inc.?
The Company
At PracticeTek, we believe healthcare should be easy for providers, accessible for patients, and simple for everyone involved.
PracticeTek was established by healthcare professionals and entrepreneurs who share a common goal: deliver seamless, high-quality, on-demand healthcare, free of the confusing limitations of traditional technological platforms.
PracticeTek is a collection of innovative software companies working together to make healthcare easier, and more accessible, for everyone. We deliver robust software solutions that support practitioners and foster exceptional patient experiences, contributing to the growth of healthcare clinics specializing in chiropractic, dental, orthodontics, optometry, and multi-discipline therapy.
Career Opportunity
The Account Services Specialist is a critical member of the customer success team, supporting clients with billing-related inquiries, subscription changes, account ownership updates, and general account support. This role sits at the intersection of finance and customer support and is ideal for someone who is detail-oriented, proactive, and passionate about helping customers resolve issues quickly and professionally.
As an Account Services Specialist, you’ll handle a variety of incoming requests and collaborate with internal teams to ensure that customer accounts are accurate, compliant, and set up for long-term success.
Key Responsibilities
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At PracticeTek, we believe healthcare should be easy for providers, accessible for patients, and simple for everyone involved.
PracticeTek was established by healthcare professionals and entrepreneurs who share a common goal: deliver seamless, high-quality, on-demand healthcare, free of the confusing limitations of traditional technological platforms.
PracticeTek is a collection of innovative software companies working together to make healthcare easier, and more accessible, for everyone. We deliver robust software solutions that support practitioners and foster exceptional patient experiences, contributing to the growth of healthcare clinics specializing in chiropractic, dental, orthodontics, optometry, and multi-discipline therapy.
Career Opportunity
The Account Services Specialist is a critical member of the customer success team, supporting clients with billing-related inquiries, subscription changes, account ownership updates, and general account support. This role sits at the intersection of finance and customer support and is ideal for someone who is detail-oriented, proactive, and passionate about helping customers resolve issues quickly and professionally.
As an Account Services Specialist, you’ll handle a variety of incoming requests and collaborate with internal teams to ensure that customer accounts are accurate, compliant, and set up for long-term success.
Key Responsibilities
- Respond to customer inquiries related to:
- Invoices, account balances, and billing questions
- Subscription changes, cancellations, and contract obligations
- Account ownership transfers and contact information updates
- Provide accurate and empathetic communication via phone and email
- Explain financial terms, billing cycles, and product/service changes in a clear and professional manner
- Work within Salesforce and related systems to log interactions, resolve cases, and ensure timely follow-up
- Collaborate with Finance, Customer Success, and Product teams to investigate and resolve account-related issues
- Identify common trends or recurring issues and escalate as needed
- Maintain up-to-date knowledge of product offerings, billing structures, and internal processes
- Contribute to a positive team environment and uphold high standards of customer service
- 1–3 years of experience in customer support, billing, or account services (SaaS or tech experience a plus)
- Familiarity with invoices, subscription billing, and account management processes
- Strong communication skills—both written and verbal
- Ability to explain complex information in a customer-friendly way
- Strong organizational skills and attention to detail
- Experience with Salesforce or similar CRM platforms preferred
- Self-motivated and able to manage a high-volume case queue with minimal supervision
- Comfortable working in a fast-paced, collaborative environment
- Experience with Zuora or other subscription billing platforms
- Bilingual in English/Spanish
- Previous experience in healthcare, SaaS, or account management
- Competitive salary and benefits package
- Opportunities for career growth and internal mobility
- A supportive and collaborative team environment
- Flexible work arrangements (in-office two days per week)
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